The Innovation Forum showcased a broad AI/open-access strategy (Microsoft, Databricks, Snowflake, Claude, etc.), with new products and a reinforced London Stock Exchange data moat. LSE delivered top-line sales ahead of consensus, strong organic growth, and margin expansion. EBITDA margin uplift and a new £1 billion buyback to include. LDNXF's risk/reward has improved.
London Stock Exchange Group plc (OTCPK:LDNXF) H1 2025 Earnings Call July 31, 2025 5:00 AM ET Company Participants David Adam Schwimmer - Interim Group Head of Data and Analytics, Group CEO & Executive Director Michel-Alain M. Proch - CFO & Director Peregrine Riviere - Group Head of Investor Relations Conference Call Participants Andrew Philip Coombs - Citigroup Inc., Research Division Arnaud Maurice Andre Giblat - BNP Paribas Exane, Research Division Benjamin Goy - Deutsche Bank AG, Research Division Benjamin Edward Bathurst - RBC Capital Markets, Research Division Bruce Allan Hamilton - Morgan Stanley, Research Division Enrico Bolzoni - JPMorgan Chase & Co, Research Division Hubert Lam - BofA Securities, Research Division Ian White - Bernstein Autonomous LLP Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael Joseph Werner - UBS Investment Bank, Research Division Oliver Carruthers - Goldman Sachs Group, Inc., Research Division Russell Quelch - Redburn (Europe) Limited, Research Division David Adam Schwimmer Good morning, and welcome to our first half 2025 results.
London Stock Exchange Group delivered solid Q1 2025 results, with 8% sales and gross profit growth, and strong performance in the Markets and Risk Intelligence segments. Recurring revenues, Microsoft AI partnership, and Refinitiv-driven growth provide stability and competitive advantage, supporting long-term growth prospects. The company has a buyback ongoing and repurchased $250 million of its U.S. dollar-denominated bonds.
| - Industry | - Sector | Mr. David Adam Schwimmer J.D. CEO | OTC PINK Exchange | GB00B0SWJX34 ISIN |
| GB Country | 26,251 Employees | 22 Apr 2025 Last Dividend | 11 Sep 2014 Last Split | - IPO Date |
The London Stock Exchange Group plc is a leading global financial markets infrastructure and data provider, with a core presence in the United Kingdom and operations extending internationally. The company's history dates back to 1698, making it one of the oldest stock exchanges in the world. It has diversified its services over the years into three main segments: Data & Analytics, Capital Markets, and Post Trade. Its headquarters are in London, UK, reflecting its strong ties to the British financial markets but its services and influence reach across the globe, catering to a wide range of clients in the financial sector.
The London Stock Exchange Group plc offers a comprehensive range of products and services that cater to various aspects of the financial markets, including trading, data analysis, and post-trade services.